Our Services

Tax Preparation

We guide our clients through a full range of tax planning and preparation with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to reach your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities.

We have a variety of individual tax return packages and are able to meet most budgets. The simplest packages include a W-2 and 1099 forms, while our more complex packages may include multiple W-2 and 1099 forms, itemized deductions, numerous stock sales, rental properties, small business(es), and more.

Outsourced Accounting

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Triple M Financial accounting services navigate you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, employee benefit and profit-sharing plans.

We offer several different monthly, quarterly, and annual accounting services, all of which include phone/email support. The services vary based on what your business needs may be.

Commonly outsourced services

• Categorizing & matching transactions
• Reconciling
• Matching deposits
• Entering daily sales
• Sales tax reporting
• Payroll entry/import

Consulting for QuickBooks

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right products install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively. We offer the following services: personal training, setup, support, review, and clean up.

Training

We provide Personalized training. One on one or in a group setting.

Support

We can assist you with any installation, setup, or operation assistance you might need, including accounting and payroll management.

Review

We help companies who need an expert to review transactions, accounts, and reports.

Credit Improvement / Coaching

Set up one on one meetings to go over a plan designed specifically for you. Whether it's to help improve your score, find out ways to stop paying large amounts of interest, or help maintain your score in order to prepare you for a loan application.